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NASDAQ · Technology

Semtech Corp (SMTC)

Semtech Corp brought in $1.1B of revenue over the twelve months to April 26, 2026, up 14.2% from a year earlier. It posted a net loss of $33.2M. Operating cash flow minus capital spending left $171.4M of free cash flow in fiscal 2026. At April 26, 2026 it held $163.3M in cash against $492M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 26, 2026.

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Price
$111.61
-4.16% on the day · November 10, 2026
52-week range $60.28 to $201.99
Market cap
$10.4B
Revenue (last 12 months)
$1.1B
+14.2% year on year
Net margin
-3.0%

Key facts about Semtech Corp

Net worth
Semtech Corp has a market value (market cap) of $10.4B at the latest share price, and shareholders' equity of $573.3M on its balance sheet at April 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2026 revenue was $1B (+15.5% year on year), with a net loss of $40.4M. Over the 12 months to April 26, 2026: revenue $1.1B, net loss $33.2M.
Cash flow
In fiscal 2026 operations brought in $181.2M of cash; after $9.8M of capital spending, free cash flow was $171.4M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 26, 2026 and covers the period to July 26, 2026. Open on SEC EDGAR
Next earnings report
Semtech Corp's next report is expected around November 23, 2026. That is an estimate from its filing rhythm, not a date the company has announced.

What Semtech Corp does

Semtech Corp is registered with the SEC under industry code SIC 3674 (Semiconductors & Related Devices). Its shares trade on NASDAQ under the ticker SMTC.

Revenue and profit by year

Revenue
FY19: $627.2M $627.2M FY19FY19: $547.5M $547.5M FY19FY21: $595.1M $595.1M FY21FY22: $740.9M $740.9M FY22FY23: $756.5M $756.5M FY23FY24: $868.8M $868.8M FY24FY25: $909.3M $909.3M FY25FY26: $1B $1B FY26
Net income
FY19: $69.6M $69.6M FY19FY19: $31.9M $31.9M FY19FY21: $59.9M $59.9M FY21FY22: $125.7M $125.7M FY22FY23: $61.4M $61.4M FY23FY24: -$1.1B -$1.1B FY24FY25: -$161.9M -$161.9M FY25FY26: -$40.4M -$40.4M FY26

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2026$1B$32.6M-$40.4M-$0.46$171.4M
2025$909.3M$49.9M-$161.9M-$2.26$50.1M
2024$868.8M-$944.3M-$1.1B-$17.03-$123.1M
2023$756.5M$92.8M$61.4M$0.96$98.4M
2022$740.9M$145M$125.7M$1.92$176.9M
2021$595.1M$75M$59.9M$0.91$86.2M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around November 23, 2026.

Estimated from its filing rhythm: 52 weeks after its report of November 24, 2025. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where SMTC ranks in Technology

Revenue$1B
#216 of 751 in Technology · Top 29%
Revenue growth+15.5%
#224 of 604 in Technology · Top 37%
Net margin-3.8%
#384 of 611 in Technology · Bottom 37%
Free cash flow margin16.3%
#205 of 568 in Technology · Top 36%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Technology

Latest SEC filings

What Semtech Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. October 15, 2026
  2. September 4, 2026
  3. August 26, 2026
  4. August 26, 2026
    Quarterly report 10-Q · period to July 26, 2026
  5. August 25, 2026
  6. August 13, 2026
  7. July 31, 2026
  8. July 30, 2026
  9. July 6, 2026
  10. June 8, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on November 6, 2026. Insider transactions on SEC

What is SMTC worth? A DCF from its reported cash flow

Insider trades

What the people running Semtech Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $3.5M worth of shares in the last 90 days and bought none on the open market. Most of the selling (75%) was pre-planned under Rule 10b5-1 trading plans.

Bought (open market)
$0
last 90 days
Sold
$3.5M
last 90 days
Net sold
21,737
$3.5M
DateInsiderWhatSharesPriceValueFiling
October 21, 2026 Walsh Paul V JrDirector Soldpre-planned (10b5-1) 500 $139.44 $69.7K Form 4
October 7, 2026 Green Jason ElliotEVP and CCO Soldpre-planned (10b5-1) 2,766 $190.35 $526.5K Form 4
October 2, 2026 Hou Hong QPresident and CEO, Director Soldpre-planned (10b5-1) 2,000 $191.21 $382.4K Form 4
October 1, 2026 Hou Hong QPresident and CEO, Director Exercised options 6,483 - - Form 4
October 1, 2026 Hou Hong QPresident and CEO, Director Shares withheld for tax 3,299 $178.35 $588.4K Form 4
October 1, 2026 Lin MarkEVP and CFO Exercised options 3,165 - - Form 4
October 1, 2026 Lin MarkEVP and CFO Shares withheld for tax 1,565 $178.35 $279.1K Form 4
October 1, 2026 Lin MarkEVP and CFO Soldpre-planned (10b5-1) 967 $178.87 $173K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns SMTC

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Vanguard Portfolio Management13G, passive 5.74% 5,354,281 July 31, 2026
Vanguard Capital Management13G, passive 5.22% 4,852,794 April 30, 2026

Latest filings below 5%: The Vanguard Group 0% (March 27, 2026); Capital Research Global Investors 4.9% (February 12, 2026); AllianceBernstein L.P. 3.9% (February 5, 2025).

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

11 insiders reported holding 345,186 shares in total, about $38.5M at the last price.

HolderSharesAs of
Silberstein AsafEVP and COO 90,06088,862 held indirectly September 10, 2026
Wilson John MichaelChief Quality Officer and CTO 81,563 September 10, 2026
Hou Hong QPresident and CEO, Director 65,976 October 2, 2026
Lin MarkEVP and CFO 35,999 October 1, 2026
Walsh Paul V JrDirector 26,100 October 21, 2026
Gillai SaarDirector 14,844 June 3, 2026
Green Jason ElliotEVP and CCO 7,367 October 7, 2026
Ruehl Julie GarciaDirector 7,140 September 4, 2026
Li Ye JaneDirector 6,050 June 3, 2026
Fischer Gregory MichaelDirector 5,678 June 30, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about SMTC

What does Semtech Corp do?

Semtech Corp is a company in the Technology sector, listed on NASDAQ as SMTC. Its shares trade on NASDAQ under the ticker SMTC.

What is Semtech Corp's net worth?

Semtech Corp has a market value (market cap) of $10.4B at the latest share price, and shareholders' equity of $573.3M on its balance sheet at April 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Semtech Corp profitable?

No. Over the twelve months to April 26, 2026 it reported a net loss of $33.2M on revenue of $1.1B.

How much revenue does Semtech Corp make?

Over the twelve months to April 26, 2026 Semtech Corp reported revenue of $1.1B. That is 14.2% more than a year earlier.

When did Semtech Corp last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 26, 2026. It covers the period to July 26, 2026. Its newest filing of any kind is the planned insider sale from November 6, 2026.

When is Semtech Corp's next earnings report?

Semtech Corp's next report is expected around November 23, 2026. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values Semtech Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.